Purchases and Sales Made in Q3 2021 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q3 2021. The information is specifically focused on institutions that hold shares of UTILITIES SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.68K+ 12.84% |
$234K - $258K
|
32.3K
$2.45M
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
3.64KNew |
$231K - $255K
|
3.64K
$277K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.55K+ 6.5% |
$226K - $249K
|
58.2K
$4.42M
|
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.54K+ 90.77% |
$225K - $248K
|
7.44K
$566K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.47K+ 10.56% |
$220K - $243K
|
36.3K
$2.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 29.23% |
$220K - $242K
|
15.3K
$1.16M
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.38K+ 11.43% |
$215K - $237K
|
33K
$2.51M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.37K+ 33.7% |
$214K - $236K
|
13.4K
$1.02M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.34KNew |
$212K - $234K
|
3.34K
$254K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.32K+ 25.12% |
$211K - $233K
|
16.6K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
3.31KNew |
$211K - $232K
|
3.31K
$252K
|
|
|
Oct 28, 2021
Q3 2021
|
Innova Wealth Partners
|
BUY
|
- |
3.28K+ 4.26% |
$208K - $230K
|
80.1K
$6.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.25KNew |
$207K - $228K
|
3.25K
$247K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.22KNew |
$204K - $225K
|
3.22K
$244K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.2KNew |
$203K - $224K
|
3.2K
$243K
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.2KNew |
$203K - $224K
|
3.2K
$243K
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.14KNew |
$199K - $220K
|
3.14K
$238K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.13KNew |
$199K - $219K
|
3.13K
$238K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 1445.71% |
$193K - $213K
|
3.25K
$247K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.98K+ 21.84% |
$189K - $209K
|
16.6K
$1.26M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
2.72K+ 12.06% |
$173K - $191K
|
25.3K
$1.92M
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.62K+ 10.6% |
$166K - $183K
|
27.3K
$2.08M
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.5K+ 8.29% |
$159K - $175K
|
32.7K
$2.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.5K+ 8.29% |
$159K - $175K
|
32.7K
$2.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.49K+ 5.23% |
$158K - $174K
|
50K
$3.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.49K+ 26.75% |
$158K - $174K
|
11.8K
$895K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48K+ 32.57% |
$157K - $173K
|
10.1K
$766K
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
2.46K+ 21.24% |
$157K - $173K
|
14.1K
$1.07M
|
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.45K+ 3.58% |
$156K - $172K
|
70.9K
$5.39M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.42K+ 11.47% |
$153K - $169K
|
23.5K
$1.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.33KNew |
$148K - $163K
|
2.33K
$177K
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.26K+ 29.67% |
$143K - $158K
|
9.86K
$749K
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.2K+ 1.61% |
$140K - $154K
|
138K
$10.5M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.17K+ 11.25% |
$138K - $152K
|
21.5K
$1.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.12K+ 6.19% |
$135K - $149K
|
36.4K
$2.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.05K+ 4.78% |
$131K - $144K
|
45K
$3.42M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.04K+ 6.48% |
$130K - $143K
|
33.6K
$2.55M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.95K+ 7.35% |
$124K - $137K
|
28.5K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.91K+ 31.43% |
$121K - $134K
|
7.98K
$606K
|
|
|
Nov 05, 2021
Q3 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.9K+ 8.69% |
$121K - $133K
|
23.8K
$1.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.87K+ 3.36% |
$119K - $131K
|
57.4K
$4.36M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.83K+ 2.63% |
$116K - $128K
|
71.4K
$5.43M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.81K+ 22.43% |
$115K - $127K
|
9.9K
$753K
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.78K+ 4.8% |
$113K - $125K
|
38.9K
$2.96M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.76K+ 32.92% |
$112K - $124K
|
7.12K
$541K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.75KNew |
$111K - $123K
|
1.75K
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.74K+ 8.75% |
$110K - $122K
|
21.6K
$1.64M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.66K+ 27.81% |
$105K - $116K
|
7.61K
$578K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.62K+ 8.5% |
$103K - $114K
|
20.7K
$1.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.61K+ 0.3% |
$102K - $113K
|
546K
$41.5M
|